Lyell Immunopharma (NASDAQ:LYEL) Stock

LYELL IMMUNOPHARMA INC

Lyell Immunopharma

Lyell Immunopharma Inc is a clinical-stage cell therapy company. It has a pipeline of product candidates for patients with solid tumors utilizing ex vivo genetic and epigenetic T-cell reprogramming technologies. The company's product pipeline includes, LYL797, LYL119, LYL845 among others.

Sono-Tek (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOTK#NASDAQ">SOTK</a>) reported quarterly earnings of $0.03 per share which beat the analyst consensus estimate of $0.02 by 50 percent. This is a 50 percent increase over earnings of $0.02 per share from the same period last year. The company reported quarterly sales of $5.133 million which missed the analyst consensus estimate of $5.245 million by 2.13 percent. This is a 2.03 percent increase over sales of $5.031 million the same period last year.

Earnings

Earnings Beats

Earnings Misses

News

SOTK

Sono-Tek Q1 EPS $0.03 Beats $0.02 Estimate, Sales $5.133M Miss $5.245M Estimate

WIIM

AIRI

Air Industries Group shares are trading higher after the company received a $5.4 million contract to supply landing gear steering collar components for US Air Force B-52 aircraft.

PXLW

Pixelworks' Shanghai Subsidiary Awarded $1.6M In Local Government Subsidies For R&D And Innovation Under 'Little Giant' Program

Fiscal Year 2025 Outlook
Considering our year-to-date performance on the top and bottom line, and trends to begin the fourth quarter, we are narrowing our full-year outlook. The Company continues to expect organic net sales growth to be driven primarily by volume. In addition, the Company is maintaining its outlook for full year gross margin to decline by approximately 200 basis points year-over-year, driven by elevated inflation and tariff headwinds in the second half which the Company expects will be partially offset by ongoing productivity, cost savings, and pricing.
Therefore, the Company anticipates the following in Fiscal Year 2025:
<ul>
<li>Net Sales expected to increase 8.5% to 9.5%
<ul>
<li>OWYN Net Sales of $145 million, the mid-point of the previously provided $140-150 million range</li>
</ul>
</li>
<li>Adjusted EBITDA expected to increase 4% to 5%</li>
<li>The fifty-third week in Fiscal Year 2024 is an approximately 2-percentage point headwind to both Net Sales and Adjusted EBITDA growth in Fiscal Year 2025 and incorporated in the outlook above</li>
</ul>

Guidance

SMPL

Simply Good Foods Expects FY25 Net Sales Growth of 8.5%-9.5% YoY (Prior 8.5%-10.5%)

Contracts

Air Industries Group Receives $5.4M Contract For Landing Gear Steering Collar Components For US Air Force B-52 Aircraft

Rumble Partners With MoonPay To Develop How Creators Monetize And Thrive In Decentralized World

Stock Split

PASG

Passage Bio Announces 1-for-20 Reverse Stock Split, Effective Jul. 14

Biotech

General

BIIB

STOK

Stoke Therapeutics And Biogen Announce Presentation Of Zorevunersen Data At 16th European Paediatric Neurology Society (EPNS) Congress

MSTR has a steady rise throughout the session
<figure class="wp-block-image size-large"><img decoding="async" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/09201045/Screenshot-2025-07-09-at-4.01.38%E2%80%AFPM-937x1024.png" alt="" class="wp-image-15586" /></figure>
MicroStrategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) today experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. 
Today, at 10:48 AM on July 9th, a significant trading signal occurred for MicroStrategy Inc., (MSTR) as it demonstrated a Power Inflow at a price of $397.40. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money" moves in the market. They see the value of utilizing order flow analytics to guide their trading decisions. The Power Inflow points to a possible uptrend in MicroStrategy's stock, marking a potential entry point for traders looking to capitalize on the expected upward movement. Traders with this signal closely watch for sustained momentum in MicroStrategy's stock price, interpreting this event as a bullish sign.
Signal description
Order flow analytics, aka transaction or market flow analysis, separate and study both the retail and institutional volume rate of orders (flow). It involves analyzing the flow of buy and sell orders, along with size, timing, and other associated characteristics and patterns, to gain insights and make more informed trading decisions. This particular indicator is interpreted as a bullish signal by active traders.&nbsp;
The Power Inflow occurs within the first two hours of the market open and generally signals the trend that helps gauge the stock's overall direction, powered by institutional activity in the stock, for the remainder of the day.&nbsp;
By incorporating order flow analytics into their trading strategies, market participants can better interpret market conditions, identify trading opportunities, and potentially improve their trading performance. But let's not forget that while watching smart money flow can provide valuable insights, it is crucial to incorporate effective risk management strategies to protect capital and mitigate potential losses. Employing a consistent and effective risk management plan helps traders navigate the uncertainties of the market in a more controlled and calculated manner, increasing the likelihood of long-term success
If you want to stay updated on the latest options trades for MSTR,<a href="https://benzinga.grsm.io/register174"> Benzinga Pro</a> gives you real-time options trades alerts.&nbsp;
<a href="https://benzinga.com/apis?_gl=1&#x2A;1hlgn5i&#x2A;_ga&#x2A;MTY1NjE2NTYxMi4xNzE0NzQ4MTAy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDc0ODEwMi4xLjEuMTcxNDc0ODQyOC4wLjAuMA..">Market News and Data brought to you by Benzinga APIs</a> and include firms, like&nbsp; <a href="https://tradepulse.net/?utm_source=Benzinga&amp;utm_medium=Article&amp;utm_campaign=brand_awareness_July2025">https://tradepulse.net/?utm_source=Benzinga&amp;utm_medium=Article&amp;utm_campaign=brand_awareness_July2025</a>
which are responsible for parts of the data within this article.
After Market Close UPDATE:
The price at the time of the Power Inflow was $397.40. The returns on the High price ($415.80) and Close price ($415.68) after the Power Inflow are respectively 4.6% and 4.6%. The result underlines the importance of a trading plan that includes Profit Targets and Stop Losses that reflect your risk appetite.
Past performance is not indicative of future results

Equities

Technicals

Opinion

Signals

Trading Ideas

MSTR

Strategy Stock Rises 4.6% After Key Trading Signal

Simply Good Foods Q3 Adj. EPS $0.51 Beats $0.50 Estimate, Sales $380.956M Miss $381.709M Estimate

Tech bull Dan Ives of Wedbush Securities has raised his price target for Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), signaling a 12% upside from its current trading price over the next 12 months.
What Happened: In a post on X, Ives expressed growing confidence in Palantir's artificial intelligence strategy and raised his target price on the stock to $160 per share, describing it as the company's "golden path to become an AI stalwart" over the next 12 months.
The bullish outlook comes as Palantir continues to leverage its AI Platform (AIP) to integrate data, decisions, and operations for clients, driving a 45% year-over-year increase in <a href="https://www.benzinga.com/news/earnings/25/05/45208000/palantir-q1-earnings-revenue-beat-eps-in-line-customer-count-up-39-company-raises-guidance-citing-surging-and-ferocious-growth">U.S. commercial revenue</a> to $373 million in the first quarter of 2025. &#8211;
Ives' enthusiasm underscores his belief in the company's potential to dominate the AI landscape, despite its forward P/E ratio of 256.410, raising valuation concerns among some investors.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Raising price target on Palantir to $160 as our recent checks and growing confidence in the company&#39;s AI strategy is key to the bull thesis on Palantir playing out for the next 12 months. We believe Palantir has a &quot;golden path to become an AI stalwart the next few years &#x1f402;&#x1f525;&#x1f3af;&#x1f37f;
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1943243085200138484?ref_src=twsrc%5Etfw">July 10, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Recently, Palantir partnered with BlueForge Alliance to <a href="https://www.benzinga.com/news/contracts/25/05/45702431/palantir-stock-gains-as-trump-expands-companys-role-in-us-government-agencies">digitize and accelerate U.S. warship production</a> for the Navy. The company is also negotiating to provide technology to the<a href="https://www.benzinga.com/news/contracts/25/05/45702431/palantir-stock-gains-as-trump-expands-companys-role-in-us-government-agencies"> IRS and Social Security Administration</a>, strengthening its government footprint. 
Since Donald Trump's inauguration, Palantir has secured over <a href="https://www.benzinga.com/markets/tech/25/07/46278679/will-recent-events-dent-palantir-technologies-stock-385-growth">$113 million in contracts</a>, excluding a $795 million DoD deal.
However, controversy looms as states allege the Trump administration illegally shared Medicaid recipients' health data with immigration authorities, violating federal privacy laws.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46313514/warren-buffetts-quiet-dividend-play-9-high-yield-stocks-held-by-a-berkshire-subsidiary" target="_blank" rel="noreferrer noopener">Warren Buffett's Quiet Dividend Play: 9 High-Yield Stocks Held By A Berkshire Subsidiary</a>
Why It Matters: Ives has been bullish on the stock, betting that it could triple in the coming years and <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45655507/tech-analyst-expects-palantir-stock-to-rise-above-400-as-ai-revolution-kicks-into-gear">trade above $400 per share</a>. 
"That's why it's the ‘Messi of AI.' I believe we're talking about a trillion-dollar market cap for Palantir in the next few years, and I think when you look at what [Alex] Karp and Palantir are doing, they, along with Nvidia, will be leading the AI revolution," Ives said in May.
Price Action: The stock was 0.25% in premarket on Thursday, but it has risen 90.36% on a year-to-date basis and 403.62% over the last year.
Twenty-five analysts, <a href="https://www.benzinga.com/quote/PLTR/analyst-ratings">tracked by Benzinga</a>, have set a consensus price target of $76.72 for Palantir with a consensus &#8216;sell&#8217; rating. The latest analyst ratings suggest a potential downside of 9.83% for the stock.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/PLTR/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="389" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10063921/PLTR-ANR-new-fresh--1024x389.png" alt="" class="wp-image-979877" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10063921/PLTR-ANR-new-fresh--1024x389.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10063921/PLTR-ANR-new-fresh--300x114.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10063921/PLTR-ANR-new-fresh--768x292.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10063921/PLTR-ANR-new-fresh-.png 1296w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Benzinga Edge Stock Rankings shows that PLTR had a stronger price trend over the short, medium, and long term. Its momentum ranking was solid at the 98.99th percentile, whereas its value ranking was poor at the 2.67th percentile; the details of all the metrics are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="158" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10063954/PLTR-edge-new-latest-1024x158.png" alt="" class="wp-image-979881" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10063954/PLTR-edge-new-latest-1024x158.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10063954/PLTR-edge-new-latest-300x46.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10063954/PLTR-edge-new-latest-768x118.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10063954/PLTR-edge-new-latest.png 1284w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, were slightly lower in premarket on Thursday. The SPY was down 0.095% at $623.47, while the QQQ declined 0.049% to $555.98, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Read Next:
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<li><a href="https://www.benzinga.com/news/politics/25/07/46336115/as-trump-calls-for-3-percentage-point-rate-cut-too-late-jerome-powell-to-resign-june-fed-minutes-show-uncertainty-reigns-supreme">As Trump Calls For 3-Percentage Point Rate Cut, &#8216;Too Late&#8217; Jerome Powell To Resign, June Fed Minutes Show &#8216;Uncertainty&#8217; Reigns Supreme</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Image via Shutterstock

PLTR

Palantir Could Be The Next Big AI Winner, Says Dan Ives — Sees 12% PLTR Stock Surge

The Buckle, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BKE#NYSE">BKE</a>) announced today that comparable store net sales, for stores open at least one year, for the 5-week period ended July 5, 2025 increased 3.8 percent from comparable store net sales for the 5-week period ended July 6, 2024. Net sales for the 5-week fiscal month ended July 5, 2025 increased 4.7 percent to $106.5 million from net sales of $101.7 million for the prior year 5-week fiscal month ended July 6, 2024.
Comparable store net sales year-to-date for the 22-week period ended July 5, 2025 increased 3.9 percent from comparable store net sales for the 22-week period ended July 6, 2024. Net sales for the 22-week fiscal period ended July 5, 2025 increased 4.7 percent to $467.0 million compared to net sales of $446.2 million for the prior year 22-week fiscal period ended July 6, 2024.

Retail Sales

Buckle July Comp-Store Sales Up 3.8%, Net Sales Up 4.7% To $106.5M In July 2025 From $101.7M July 2024

Helen Of Troy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HELE#NASDAQ">HELE</a>) is looking for Q2 Adj EPS of $0.45-$0.60 vs $1.17 analyst estimate. sees sales of $408.000 million-$432.000 million vs $474.970 million analyst estimate.

HELE

Helen Of Troy Sees Q2 Adj EPS $0.45-$0.60 vs $1.17 Est; Sees Sales $408.000M-$432.000M vs $474.970M Est

ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) will release earnings results for the second quarter, before the <a href="https://www.benzinga.com/quote/ASML/earnings">opening bell on Wednesday, July 16.</a>
Analysts expect the Veldhoven, the Netherlands-based company to report quarterly earnings at $5.24 per share, up from $4.01 per share in the year-ago period. ASML projects to report quarterly revenue of $7.56 billion, compared to $6.24 billion a year earlier, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
ASML reported better-than-expected first-quarter earnings as its revenue and earnings per share beat analyst estimates on April 16.
ASML shares gained 0.7% to close at $799.83 on Wednesday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/asml/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul class="wp-block-list">
<li>Wells Fargo analyst Joseph Quatrochi maintained an Overweight rating and raised the price target from $840 to $890 on July 8, 2025. This analyst has an accuracy rate of 76%.</li>
<li>Susquehanna analyst Mehdi Hosseini maintained a Positive rating and slashed the price target from $1,100 to $965 on April 17, 2025. This analyst has an accuracy rate of 68%.</li>
<li>JP Morgan analyst Sandeep Deshpande maintained an Overweight rating and cut the price target from $1,148 to $1,100 on Jan. 30, 2025. This analyst has an accuracy rate of 72%.</li>
</ul>
Considering buying ASML stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/ASML/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="579" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10020922/image-105-1024x579.png" alt="" class="wp-image-979408" style="width:695px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10020922/image-105-1024x579.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10020922/image-105-300x170.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10020922/image-105-768x434.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10020922/image-105.png 1138w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read This Next: 
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</ul>
Photo via Shutterstock

Price Target

Markets

Analyst Ratings

ASML

Top Wall Street Forecasters Revamp ASML Expectations Ahead Of Q2 Earnings

The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the <a href="https://www.benzinga.com/topic/rsi">RSI is below 30</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Here's the latest list of major oversold players in this sector, having an RSI near or below 30.
<h3 class="wp-block-heading">Antero Resources Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AR#NYSE">AR</a>)</h3>
<ul class="wp-block-list">
<li>Antero Resources will issue its second quarter earnings release on Wednesday, July 30, after the close of trading on the New York Stock Exchange. The company's stock fell around 7% over the past five days and has a 52-week low of $24.53.</li>
<li>RSI Value: 28.4</li>
<li>AR Price Action: Shares of Antero Resources fell 2.9% to close at $35.56 on Wednesday.</li>
<li>Edge Stock Ratings: 43.15 Momentum score with Value at 59.89. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/quote/ar"><img loading="lazy" decoding="async" width="428" height="175" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044517/image-110.png" alt="" class="wp-image-979661" style="width:333px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044517/image-110.png 428w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044517/image-110-300x123.png 300w" sizes="(max-width: 428px) 100vw, 428px" /></a></figure>
<h3 class="wp-block-heading">Expand Energy Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXE#NASDAQ">EXE</a>)&nbsp;&nbsp;&nbsp;</h3>
<ul class="wp-block-list">
<li>On July 1, Mizuho analyst Nitin Kumar maintained Expand Energy with an Outperform rating and raised the price target from $141 to $142, while UBS analyst Josh Silverstein maintained the stock with a Buy and raised the price target from $144 to $145. The company's stock fell around 6% over the past five days and<a href="https://www.benzinga.com/quote/EXE"> has a 52-week low </a>of $69.12.</li>
<li>RSI Value: 27.8</li>
<li>EXE Price Action: Shares of Expand Energy fell 1.1% to close at $105.20 on Wednesday.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the trend in <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0710">EXE stock</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0710"><img loading="lazy" decoding="async" width="930" height="831" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044710/image-111.png" alt="" class="wp-image-979665" style="width:676px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044710/image-111.png 930w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044710/image-111-300x268.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044710/image-111-768x686.png 768w" sizes="(max-width: 930px) 100vw, 930px" /></a></figure>
<h3 class="wp-block-heading">XCF Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SAFX#NASDAQ">SAFX</a>)</h3>
<ul class="wp-block-list">
<li>On July 8, XCF Global said it produced over 2.5 million gallons of SAF, renewable diesel, and naphtha at New Rise Reno Facility during ramp-up phase. &#8220;This update is simple but important: New Rise is producing renewable fuels&#8221; said Mihir Dange, Chief Executive Officer and Board Chair of XCF. &#8220;We&#8217;ve already produced over 2.5 million gallons of SAF, renewable diesel, and renewable naphtha, proving that our model works. Further, this is a testament to the dedication and expertise of our team, who are focused on executing our strategy and driving the clean fuel transition.&#8221; The company's stock fell around 94% over the past month and has a 52-week<a href="https://www.benzinga.com/quote/SAFX"> low of $1.42.</a></li>
<li>RSI Value: 2.3</li>
<li>SAFX Ltd Price Action: Shares of XCF Global fell 6.8% to close at $1.50 on Wednesday.</li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential breakout in <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0710">SAFX shares</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0710"><img loading="lazy" decoding="async" width="890" height="818" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044814/image-112.png" alt="" class="wp-image-979667" style="width:568px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044814/image-112.png 890w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044814/image-112-300x276.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/10044814/image-112-768x706.png 768w" sizes="(max-width: 890px) 100vw, 890px" /></a></figure>
Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and s<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">ee how they compare.</a>
Read This Next: 
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</ul>
Photo via Shutterstock

Long Ideas

Pre-Market Outlook

SAFX

Top 3 Energy Stocks Which Could Rescue Your Portfolio For July

Helen Of Troy Says It Pursues Supplier Cost Cuts, Customer Price Hikes, And Regional Shift To Counter Tariff, Inflation Risks

Helen Of Troy Limited Targets China Tariff Exposure Below 25% By FY26 Through Global Production Diversification

<a href="https://www.globenewswire.com/Tracker?data=H7tQ72YHj5SGVujfdKJYQ-z3niO-XQqqFsUoixlLf_JOseKdHKL3pwrpWiTFhnMWCKAf1J1xHMH10-QV7QbBfsf40qImmsYrKwbVVtpfcZ6_sBJkvUpbq6Wc7ZTF0bh_a2tchltodSqtocQlod-7lorrbbk5_W86UTA6HBDAx5mUoCZGeuDQa-l2NIwStLN1f7_I-cDCZaBbxaAqEM3Nbiu9Emh57OvycxbFarYzGb4=">Pharvaris</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PHVS#NASDAQ">PHVS</a>), a late-stage biopharmaceutical company developing novel, oral bradykinin B2 receptor antagonists to address unmet needs of those living with bradykinin-mediated diseases such as hereditary angioedema (HAE) and acquired angioedema due to C1 inhibitor deficiency (AAE-C1INH), updated the guidance for the disclosure of topline data from the ongoing RAPIDe-3 pivotal Phase 3 study evaluating deucrictibant immediate-release (IR) capsule for the on-demand treatment of HAE attacks. Pharvaris anticipates announcing topline data from RAPIDe-3 in the fourth quarter of 2025 and, pending positive data, expects to submit a New Drug Application (NDA) with the U.S. Food and Drug Administration (FDA) in the first half of 2026.

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Pharvaris Anticipates Reporting Topline Data From Rapide-3 In Q4 Of 2025; Expects To Submit NDA With FDA In H1 Of 2026

ON Semiconductor Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) has <a href="https://www.benzinga.com/topic/semiconductors">experienced an 8% decline</a> in market value year-to-date, contrasting sharply with the PHLX Semiconductor Index&#8217;s 14% gain during the same period. 
This underperformance for ON Semiconductor stems from a failure to achieve topline growth over the past two quarters, reflecting weakened demand across its core business segments, including power solutions, analog, and sensing technologies. 
The softness in these areas is largely attributable to challenging conditions within the automotive and industrial markets. Despite these headwinds, the stock has recently seen a significant surge, gaining over 47% in the last three months and outperforming the index&#8217;s 34% rise, and it currently trades above its 50-day moving average of $47.56.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45237744/on-semiconductor-sees-green-shoots-in-industrial-auto-shift-as-analysts-stay-cautious" rel="noreferrer noopener">ON Semiconductor Powers Through Expectations, But Analysts Dial Down Targets On Margin Squeeze</a>
<h2 class="wp-block-heading">Recent Financial Performance and Strategic Shifts</h2>
Several factors appear to be driving this recent upward trend. On May 5, ON Semiconductor announced its <a href="https://www.benzinga.com/news/earnings/25/05/45196247/on-semiconductor-q1-earnings-beat-estimates-ceo-optimistic-on-design-wins-despite-margin-decline">fiscal first-quarter 2025</a> revenue declined 22.4% year-on-year to $1.45 billion, yet this still surpassed the analyst consensus estimate of $1.40 billion. 
While revenue from power solutions, analog, and sensing all decreased, the company&#8217;s adjusted gross margin saw a 590 basis point decline to 40.0%, indicating pricing pressures within the semiconductor industry. Looking ahead, ON Semiconductor anticipates second-quarter adjusted revenue to be between $1.40 billion and $1.45 billion, aligning with the analyst consensus of $1.42 billion.
Further contributing to investor sentiment, on February 26, the company unveiled a <a href="https://www.benzinga.com/media/25/02/43971798/on-semiconductor-focuses-on-ai-chip-growth-to-cut-2400-jobs-to-stay-competitive">comprehensive restructuring plan</a> aimed at cost reduction and margin improvement across all business units, including manufacturing. This initiative involves laying off approximately 2,400 employees, with an expected annual savings of $105 million to $115 million by 2025. 
CEO Hassane El-Khoury emphasized a strategic shift towards core operations, phasing out side projects to capitalize on the increasing demand driven by artificial intelligence. El-Khoury specifically highlighted the critical role of the company&#8217;s power chips in supporting large-scale GPU deployments, underscoring strong AI tailwinds. 
This strategic focus on AI and cost optimization seems to resonate with investors. Previously, on February 10, the company had reported a 15% <a href="https://www.benzinga.com/25/02/43592322/on-semiconductor-q4-earnings-q4-revenue-drops-15-weak-demand-in-auto-and-industrial-sectors-lower-utilization-hits-margins-ceo-warns-of-continued-challenges-in-2025">revenue decline</a> for fiscal fourth-quarter 2024, missing analyst estimates, and El-Khoury had expressed uncertainty regarding 2025, making the recent strategic announcements all the more impactful.
<h2 class="wp-block-heading">Macroeconomic Tailwinds and Headwinds</h2>
Macroeconomic indicators also play a role in ON Semiconductor&#8217;s outlook. The proposed &#8220;Big Beautiful Bill&#8221; in the U.S. <a href="https://www.benzinga.com/markets/tech/25/07/46324642/arm-rides-ai-boom-and-outperforming-market">could significantly benefit</a> the company by increasing the U.S. chip investment tax credit to 30% through 2026, thereby encouraging domestic manufacturing expansion. 
While the bill also ends the $7,500 EV tax credit after September 30, potentially leading automakers to raise EV prices and boost margins, this could, in turn, create more room for investment in advanced chips, thus stimulating demand for ON Semiconductor&#8217;s products. 
However, the escalating U.S.-China geopolitical tensions, particularly the tariff war, pose a significant risk, with potential retaliatory measures from China. Automakers are actively seeking alternative <a href="https://www.benzinga.com/markets/tech/25/06/45833037/auto-industry-struggles-as-supply-chain-issues-threaten-production-amid-chinas-export-curbs-on-rare-earth-minerals-report">rare-earth material</a> sources to circumvent China&#8217;s export restrictions, developing low-to-zero rare-earth motors, and strengthening local supply chains, a sentiment echoed by Tesla&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Elon Musk.
<h2 class="wp-block-heading">Analyst Outlook</h2>
Analyst perspectives on ON Semiconductor are varied. A consensus price target from twenty-eight analysts stands at $62.43. Recent ratings from KeyBanc, Citigroup, and UBS suggest an average target of $60, implying a potential upside of 3.70% for the stock. 
In April, Bank of America analysts Vivek Arya and Duksan Jang anticipated a <a href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst">first-quarter earnings</a> beat due to conservative outlooks and tariff-related demand shifts favoring U.S. chipmakers. They projected a mixed second quarter, with expanded guidance ranges reflecting lingering uncertainties from trade tensions and AI regulation. 
These analysts also cautioned that ON Semiconductor could face a 7%-9% sales hit under modest to dire tariff scenarios, potentially leading to EPS declines ranging from 12% to 30% and margin pressure of 150-500 basis points. They specifically noted that companies tied to consumer and auto segments, like ON Semiconductor, are more vulnerable than AI- and cloud-exposed peers such as Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) or Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>). 
Earlier in January, Needham&#8217;s N. Quinn Bolton <a href="https://www.benzinga.com/analyst-ratings/price-target/25/01/42958251/on-semi-sees-utilization-cuts-as-ev-demand-softens-analyst-warns">highlighted weak demand</a> in the company&#8217;s key automotive and industrial markets and ongoing inventory digestion, expecting management to reduce fab utilization below 65%, which would pressure adjusted gross margins in the first half of 2025. Despite this near-term weakness, Bolton identified ON Semiconductor as a strong candidate for a semiconductor cycle rebound. 
Price Action: ON stock is trading higher by 0.09% to $57.82 premarket at last check Thursday.
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What's Fueling ON Semiconductor's Recent Stock Surge?

Merck (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), known as MSD outside of the United States and Canada, today announced that the U.S. Food and Drug Administration (FDA) has accepted for review the New Drug Application (NDA) for doravirine/islatravir (DOR/ISL), an investigational, once-daily, oral, two-drug regimen for adults with HIV-1 infection that is virologically suppressed on antiretroviral therapy. The FDA has set a target action date of April 28, 2026, for the application under the Prescription Drug User Fee Act (PDUFA).
"Merck has been at the forefront of HIV research for more than 35 years and we are pleased to continue our work to innovate and deliver new options that aim to meet the needs of the HIV community," said Dr. Eliav Barr, senior vice president, head of global clinical development and chief medical officer, Merck Research Laboratories. "The health needs of people living with HIV often change over time – whether it's managing comorbidities or navigating complex medication regimens. We believe DOR/ISL, if approved, will represent an important new complete regimen option designed to help meet their diverse needs."
The NDA is based on findings at Week 48 of two pivotal Phase 3 clinical trials (<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fclinicaltrials.gov%2Fstudy%2FNCT05631093%3Fterm%3Dislatravir%26page%3D2%26rank%3D20&amp;esheet=54288506&amp;newsitemid=20250710518672&amp;lan=en-US&amp;anchor=MK-8591A-051&amp;index=1&amp;md5=19f532bbd62d49517c24c6053c9e0533">MK-8591A-051</a> and <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fclinicaltrials.gov%2Fstudy%2FNCT05630755&amp;esheet=54288506&amp;newsitemid=20250710518672&amp;lan=en-US&amp;anchor=MK-8591A-052&amp;index=2&amp;md5=f8766e7f07603170fb6d72efa6249476">MK-8591A-052</a>) where DOR/ISL was demonstrated to be non-inferior to baseline antiretroviral therapy (bART) in the open-label trial MK-8591A-051 and non-inferior to bictegravir/emtrictabine/tenofovir alafenamidei [BIC/FTC/TAF (50mg/200mg/25mg)] in the double-blind trial MK-8591A-052. Across both trials, the safety profile of DOR/ISL was generally comparable to comparator baseline antiretroviral regimens in trial MK-8591A-051 and BIC/FTC/TAF in trial MK-8591A-052. Data from these trials <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.merck.com%2Fnews%2Fmerck-announces-positive-data-from-phase-3-trials-that-show-the-investigational-once-daily-oral-two-drug-regimen-of-doravirine-islatravir-dor-isl-maintained-hiv-1-viral-suppression-at-week-48%2F%23%3A%7E%3Atext%3DMarch%252012%252C%25202025%252012%3A26%2520pm%2520ET.%2520DOR%2FISL%2Cto%2520comparator%2520antiretroviral%2520therapies%2520in%2520adults%2520with&amp;esheet=54288506&amp;newsitemid=20250710518672&amp;lan=en-US&amp;anchor=were+presented&amp;index=3&amp;md5=3764ef6f22589fe8271e55c80e83d584">were presented</a> during the 2025 Conference on Retroviruses and Opportunistic Infections (CROI) in San Francisco.

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